DecisionMap Wealth Management, LLC holds a diversified book of 145 stocks worth $178.7M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Vanguard S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 9% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as DecisionMap Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 80 / 80 | $4.8B |
| Kestra Advisory Services, LLC | 79 / 80 | $8.6B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $6.9B |
| Global Retirement Partners, LLC | 79 / 80 | $2.1B |
| IFP Advisors, Inc | 79 / 80 | $1.3B |
| MORGAN STANLEY | 78 / 80 | $572.1B |
| JPMORGAN CHASE & CO | 78 / 80 | $524.2B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $177.3B |
Ranked by the share of each fund's own book sitting in the names it shares with DecisionMap Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $16.2M | 21.6K | 9.0% | ▲+3.0% Added · +625 sh | |
| 2 | SPDR Ser TR PRTFLO S&P500 GW | $10.9M | 92.0K | 6.1% | ▲+2.8% Added · +3K sh | |
| 3 | Ishares TR CORE MSCI EAFE | $7.4M | 76.9K | 4.2% | ▲+4.6% Added · +3K sh | |
| 4 | Nvidia Corporation COM | $5.6M | 27.8K | 3.1% | ▲+7.8% Added · +2K sh | |
| 5 | Ishares Inc CORE MSCI EMKT | $5.5M | 66.0K | 3.1% | ▲+2.5% Added · +2K sh | |
| 6 | SPDR Ser TR PRTFLO S&P500 VL | $5.4M | 88.4K | 3.0% | ▲+4.8% Added · +4K sh | |
| 7 | Ishares TR HDG MSCI EAFE | $5.4M | 114.0K | 3.0% | ▲+3.7% Added · +4K sh | |
| 8 | Dimensional ETF Trust CORE FIXED INCOM | $5.0M | 119.2K | 2.8% | ▲+24% Added · +23K sh | |
| 9 | Apple Inc COM | $4.7M | 16.3K | 2.6% | ▲+1.4% Added · +220 sh | |
| 10 | Fidelity Merrimack STR TR TOTAL BD ETF | $4.2M | 93.4K | 2.4% | ▲+11% Added · +10K sh | |
| 11 | BlackRock ETF Trust II FLEXIBLE INCOME | $4.2M | 79.6K | 2.3% | ▲+10% Added · +7K sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $4.0M | 5.8K | 2.2% | ▼−2.5% Reduced · −150 sh | |
| 13 | Fidelity Wise Origin Bitcoin SHS | $3.3M | 65.4K | 1.9% | ▲+7.3% Added · +4K sh | |
| 14 | Microsoft Corp COM | $3.0M | 8.1K | 1.7% | ▲+6.4% Added · +490 sh | |
| 15 | Coca Cola Co COM | $2.9M | 35.3K | 1.6% | ▲+0.5% Added · +161 sh | |
| 16 | Ishares TR CORE US AGGBD ET | $2.7M | 27.5K | 1.5% | ▲+4.9% Added · +1K sh | |
| 17 | Ishares TR MBS ETF | $2.5M | 26.0K | 1.4% | ▲+5.6% Added · +1K sh | |
| 18 | TCW ETF Trust TRANSFORM SYSTEM | $2.4M | 19.6K | 1.3% | ▲+7.0% Added · +1K sh | |
| 19 | Alphabet Inc CAP STK CL A | $2.3M | 6.5K | 1.3% | ▼−3.5% Reduced · −237 sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $2.2M | 6.0K | 1.2% | ▲+0.1% Added · +8 sh | |
| 21 | Fidelity Covington Trust ENHANCED SMALL | $1.9M | 39.0K | 1.1% | ▲+4.5% Added · +2K sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.8K | 1.1% | ▼−1.2% Reduced · −46 sh | |
| 23 | Ishares TR CORE DIV GRWTH | $1.8M | 24.4K | 1.0% | ▲+9.8% Added · +2K sh | |
| 24 | Amazon Com Inc COM | $1.8M | 7.6K | 1.0% | ▲+4.8% Added · +346 sh | |
| 25 | Ishares TR CORE S&P MCP ETF | $1.7M | 22.1K | 1.0% | ▲+7.3% Added · +2K sh | |
| 26 | Broadcom Inc COM | $1.7M | 4.5K | 0.9% | ▲+23% Added · +843 sh | |
| 27 | Ishares TR CORE S&P SCP ETF | $1.7M | 11.3K | 0.9% | ▼−1.3% Reduced · −154 sh | |
| 28 | Select Sector SPDR TR FINANCIAL | $1.6M | 30.3K | 0.9% | ▲+5.5% Added · +2K sh | |
| 29 | Alphabet Inc CAP STK CL C | $1.6M | 4.4K | 0.9% | ▲+12% Added · +474 sh | |
| 30 | Dimensional ETF Trust SHORT DURATION F | $1.5M | 30.9K | 0.8% | ▲+5.7% Added · +2K sh | |
| 31 | BlackRock ETF Trust ISHARES A I INNO | $1.3M | 23.8K | 0.7% | ▲+2.2% Added · +520 sh | |
| 32 | Meta Platforms Inc CL A | $1.2M | 2.2K | 0.7% | ▲+2.8% Added · +60 sh | |
| 33 | Paccar Inc COM | $1.2M | 10.0K | 0.7% | ▼−0.1% Reduced · −7 sh | |
| 34 | JPMorgan Chase & Co COM | $1.2M | 3.7K | 0.7% | ▲+12% Added · +386 sh | |
| 35 | Procter And Gamble Co COM | $1.2M | 8.1K | 0.7% | ▼−2.6% Reduced · −221 sh | |
| 36 | Schwab Strategic TR US LCAP GR ETF | $1.2M | 34.3K | 0.7% | ▼−1.6% Reduced · −579 sh | |
| 37 | Eli Lilly & Co COM | $1.1M | 942 | 0.6% | ▼−11% Reduced · −118 sh | |
| 38 | Ishares TR 10-20 YR TRS ETF | $1.1M | 11.2K | 0.6% | ▲+14% Added · +1K sh | |
| 39 | Vanguard BD Index FDS TOTAL BND MRKT | $1.1M | 15.2K | 0.6% | ▲+14% Added · +2K sh | |
| 40 | Visa Inc COM CL A | $1.1M | 3.2K | 0.6% | ▼−3.7% Reduced · −125 sh | |
| 41 | Johnson & Johnson COM | $1.1M | 4.4K | 0.6% | ▼−9.5% Reduced · −456 sh | |
| 42 | Tesla Inc COM | $1.1M | 2.6K | 0.6% | ▲+2.3% Added · +58 sh | |
| 43 | SPDR S&P 500 ETF TR TR UNIT | $1.0M | 1.4K | 0.6% | ▲+0.1% Added · +1 sh | |
| 44 | Schwab Strategic TR US BRD MKT ETF | $986K | 34.1K | 0.6% | ▼−1.0% Reduced · −354 sh | |
| 45 | Ishares TR 0-5 YR TIPS ETF | $972K | 9.5K | 0.5% | ▲+3.4% Added · +309 sh | |
| 46 | Ishares TR NATIONAL MUN ETF | $953K | 8.9K | 0.5% | ▲+4.0% Added · +339 sh | |
| 47 | Ishares TR CORE MSCI TOTAL | $936K | 9.8K | 0.5% | ▼−9.1% Reduced · −978 sh | |
| 48 | Trimtabs ETF TR FCF US QLTY ETF | $888K | 10.3K | 0.5% | ▼−10.0% Reduced · −1K sh | |
| 49 | Broadstone Net Lease Inc COM | $849K | 41.1K | 0.5% | —Held | |
| 50 | Micron Technology Inc COM | $845K | 732 | 0.5% | ▲+13% Added · +86 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2001526/holdings"
Use Arkolith to show DecisionMap Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 145 | $178.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 129 | $154.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 134 | $162.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 129 | $156.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 123 | $145.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 118 | $131.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 111 | $126.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.